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Megacap earnings loom, Japan decides, gilts wobble

MORNING BID AMERICAS-Megacap earnings loom, Japan decides, gilts wobble A look at the day ahead in U.S. and global markets from Mike Dolan Tesla's 20%-plus stock surge whets investor appetites for next week's earnings from most of the rest of the "Magnificent 7" of U.S. megacaps - with overseas markets keeping close tabs on weekend elections in Japan and next week's UK budget .
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Markets bounce as Tesla surges, yields retreat

MORNING BID AMERICAS-Markets bounce as Tesla surges, yields retreat A look at the day ahead in U.S. and global markets from Mike Dolan Markets caught a break on Thursday as the white heat of the corporate earnings season saw a beat for megacap Tesla TSLA.O that sent its shares surging 12% before the bell while bond yields beat a retreat on soft business surveys overseas.
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SK Hynix HBM Demand To Remain Higher Than Supply Next Year

BRIEF-SK Hynix HBM Demand To Remain Higher Than Supply Next Year Oct 24 (Reuters) - SK Hynix Inc 000660.KS : SK HYNIX:HBM DEMAND NEXT YEAR IS EXPECTED TO RISE HIGHER THAN EXPECTED SK HYNIX:HBM DEMAND TO REMAIN HIGHER THAN SUPPLY NEXT YEAR SK HYNIX: SK HYNIX: ITS PRODUCTION CAPACITY OF HBM IS LIMITED TO MEET ALL DEMAND FROM CUSTOMERS SK HYNIX: EXPEC
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Nvidia supplier SK Hynix sees no AI chip oversupply as profit soars to record

UPDATE 5-Nvidia supplier SK Hynix sees no AI chip oversupply as profit soars to record SK Hynix posts highest-ever quarterly operating profit of 7 trillion won HBM sales seen making up 40% of total DRAM revenue in Q4, up from 30% in Q3 Chip demand for AI servers stronger than expected for 2025, company says Adds Nvidia CEO comment on Blackwell AI chips in paragraph 7, updates shares in paragraph 10 By Heekyong Yang, Hyunjoo Jin and Joyce Lee SEOUL, Oct 24 (Reuters) - South Korea's SK Hynix 00066
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China tech war seen heating up regardless of whether Trump or Harris wins

UPDATE 1-US-China tech war seen heating up regardless of whether Trump or Harris wins Trump expected to wield tariffs more broadly Harris' approach would likely be more targeted and coordinated Focus expected to be on imports of Chinese devices, exports of US chipmaking tools and AI chips Adds China's restrictions on metals and rare earth elements in 22nd paragraph.
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